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Custom Pipedrive API development to track suppliers success and failure across projects

SUMMARY

Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries

Sales teams in Singapore, Malaysia, and Australia

Supply to more than 2,500 projects

Davis has Sales, manufacturing, R&D and maintenance teams


CHALLENGE

Davis came to me with a clear vision of what they wanted to achieve and highly capable teams

I was tasked with turning the vision and processes into something that would work in Pipedrive without overcomplicating the process

Davis’s sales teams across the 3 countries operated separately with different processes

Reporting was not centralizing

Sales forecasts needed to be more accurate

Sub-contractors, builders, architects, specifiers and end-clients all needed to be tracked to determine success rates of individual suppliers


SOLUTION

Migrate teams from excel and other systems onto Pipedrive

The decision made to bring the Singaporean and Malaysia teams into a single Pipedrive instance

The Australian team was keep separate due to the different requirements of the Australian market

Ensure standardization across team processes for reporting purposes

Implement a way to track suppliers success and failure across projects

Implement project IDs, purchase order variance and quote types to make analyzing like-for-like deals easy

I created a custom solution leveraging the Pipedrive API that allowed Davis to easily create new suppliers


OUTCOME

Over a 12-week implementation period, I worked closely with the Malaysian head office and Australian sales division to implement their vision

Implemented custom API work to achieve reporting goals

Created custom filters allowing data to be easily surfaced

Provided team training sessions upon go-live

Provided a video-based training manual

PHOTO
No photo.
Davis Lighting supply lighting solutions to the construction industry with more than 1000 clients in 10 countries
SKILLS USED TO PROJECT
API
Implementation
SOFTWARE USED TO PROJECT
Zapier
Pipedrive
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